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Capital A Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Capital A Wealth Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$783 – 596
2025
Q1 		$783 Hold
20
– – ﹤0.01% 564
2024
Q4 		$823 Buy
+20
New +$849 ﹤0.01% 583

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital A Wealth Management's FSMD Position: Q2 2025 in Review

Capital A Wealth Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2025, closing a stake of 20 shares — an estimated $783 sold.

Capital A Wealth Management first reported a position in FSMD in Q4 2024 and held it in 2 quarters. The position peaked at $823 in Q4 2024. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • Capital A Wealth Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 20 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $783.
  • Capital A Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $823 in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.